See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,759 | $54,229+190.9% | $70,092+125.1% | $68,494+130.3% |
| Participation rate | 88.1% | 64.5%+23.6pp | 70.5%+17.7pp | 67.9%+20.2pp |
| Annual return | -10.39% | -13.87%+3.5pp | 190.73%-201.1pp | -7.84%-2.5pp |
| Employer contribution / active EE | $5,153 | $2,018+155.3% | $2,559+101.4% | $2,596+98.5% |
| Participant deferral / active EE | $7,197 | $2,956+143.5% | $3,849+87.0% | $4,027+78.7% |
| Admin fee / account holder | $33,466 | $4,694+612.9% | $6,267+434.0% | $5,403+519.4% |